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Dimensional Emerging Markets Sustainability Core 1 ETF (DFSE) Institutional Ownership

$34.96 +1.00 (+2.94%)
As of 05/2/2025 04:10 PM Eastern
Compare

Institutional Ownership Changes (13F Filings) for Dimensional Emerging Markets Sustainability Core 1 ETF (NYSEARCA:DFSE)

Number of
Institutional Buyers
(last 12 months)
102
Total
Institutional Inflows
(last 12 months)
$73.39M
Number of
Institutional Sellers
(last 12 months)
24
Total
Institutional Outflows
(last 12 months)
$16.33M
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DFSE Institutional Buying and Selling by Quarter

Dimensional Emerging Markets Sustainability Core 1 ETF Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
5/2/2025 Forum Financial Management LP395,611$13.32M0.2%+1.7%3.629%
5/2/2025 MB Generational Wealth LLC16,780$565K0.4%-5.1%0.154%
5/2/2025 Parcion Private Wealth LLC8,448$285K0.0%+7.0%0.078%
5/1/2025 Asset Dedication LLC80,193$2.70M0.2%-8.4%0.736%
4/29/2025 Financial Counselors Inc.7,499$253K0.0%-13.7%0.069%
4/29/2025 von Borstel & Associates Inc.4,909$165K0.0%N/A0.045%
4/29/2025 New Capital Management LP69,258$2.33M0.7%+11.3%0.635%
4/28/2025 North Capital Inc.2,000$67K0.1%N/A0.018%
4/28/2025 Equita Financial Network Inc.6,573$221K0.1%N/A0.060%
4/28/2025 Quarry Hill Advisors LLC28,787$970K0.6%+25.8%0.264%
4/28/2025 BetterWealth LLC13,640$459K0.1%-23.7%0.125%
4/25/2025 EnRich Financial Partners LLC10,254$345K0.1%+6.1%0.094%
4/25/2025 Root Financial Partners LLC6,739$227K0.0%N/A0.062%
4/24/2025 Klaas Financial Asset Advisors LLC45,971$1.55M0.3%+25.7%0.434%
4/23/2025 Allodium Investment Consultants LLC61,119$2.06M1.5%+4.4%0.577%
4/23/2025 Sequoia Financial Advisors LLC15,056$507K0.0%N/A0.142%
4/23/2025 Pure Financial Advisors LLC44,405$1.50M0.0%+39.1%0.419%
4/23/2025 Perigon Wealth Management LLC43,018$1.45M0.0%+11.7%0.406%
4/23/2025 Northland Capital Management LLC21,093$710K0.5%-9.4%0.199%
4/23/2025 RAM Investment Partners LLC56,623$1.91M0.5%+6.5%0.534%
4/23/2025 Citrine Capital LLC302,513$10.19M6.4%+6.2%2.854%
4/22/2025 Cordant Inc.33,101$1.12M0.6%-1.0%0.312%
4/21/2025 Flagstone Financial Management7,533$254K0.1%N/A0.071%
4/21/2025 Compass Capital Corp MA ADV6,357$205K0.1%N/A0.060%
4/18/2025 Planning Center Inc.40,854$1.38M0.2%-4.2%0.385%
4/18/2025 Five Oceans Advisors332,401$11.20M5.4%+0.7%3.136%
4/17/2025 Adero Partners LLC210,308$7.08M0.5%+1.9%1.984%
4/17/2025 Retirement Solution LLC262,876$8.85M2.4%+25.6%2.480%
4/17/2025 RHS Financial LLC11,531$388K0.2%+3.1%0.109%
4/17/2025 Brighton Jones LLC64,482$2.17M0.1%+8.4%0.608%
4/16/2025 Meritas Wealth Management LLC15,939$537K0.3%+72.4%0.150%
4/16/2025 Wealth Advisors Northwest LLC6,370$215K0.1%N/A0.060%
4/16/2025 Schoolcraft Capital LLC58,270$1.96M0.4%-16.5%0.550%
4/15/2025 Fiduciary Financial Group LLC8,271$259K0.1%-18.5%0.078%
4/15/2025 Simplicity Wealth LLC10,237$345K0.0%N/A0.097%
4/14/2025 Henrickson Nauta Wealth Advisors Inc.17,437$547K0.2%+58.5%0.165%
4/14/2025 Greenspring Advisors LLC74,120$2.50M0.6%-44.4%0.699%
4/10/2025 Apella Capital LLC47,847$1.52M0.1%+29.3%0.451%
4/9/2025 Arlington Financial Advisors LLC9,071$306K0.1%-11.8%0.086%
4/9/2025 Quantum Financial Advisors LLC583,918$19.67M2.9%+5.9%5.509%
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4/7/2025 AdvisorNet Financial Inc10,570$356K0.0%+9.8%0.100%
3/17/2025 Wealth Enhancement Advisory Services LLC99,943$3.31M0.0%-0.7%0.961%
2/21/2025 Vermillion Wealth Management Inc.3,832$127K0.1%N/A0.050%
2/19/2025Pinney & Scofield Inc.1,031$34K0.0%N/A0.013%
2/18/2025Orion Capital Management LLC2,898$96K0.0%N/A0.038%
2/18/2025Focus Partners Advisor Solutions LLC38,012$1.26M0.0%+29.9%0.494%
2/17/2025Focus Partners Wealth16,089$533K0.0%+25.6%0.209%
2/17/2025Francis Financial Inc.120,557$3.99M0.9%-1.0%1.566%
2/17/2025EP Wealth Advisors LLC19,399$643K0.0%N/A0.252%
2/14/2025Jane Street Group LLC31,447$1.04M0.0%-85.1%0.408%
2/14/2025 Rehmann Capital Advisory Group7,255$240K0.0%+14.2%0.094%
2/14/2025Navigoe LLC36,001$1.19M1.2%N/A0.468%
2/14/2025WealthCollab LLC1,467$49K0.0%+256.1%0.019%
2/14/2025Betterment LLC17,614$584K0.0%+67.4%0.229%
2/14/2025 OneDigital Investment Advisors LLC68,080$2.26M0.0%+8.4%0.884%
2/14/2025 Forum Financial Management LP388,959$12.89M0.2%+4.3%5.051%
2/14/2025 Bridge Generations Wealth Management LLC10,753$356K0.2%N/A0.140%
2/14/2025Balanced Rock Investment Advisors LLC84,002$2.78M2.2%N/A1.091%
2/13/2025NewEdge Advisors LLC12,068$400K0.0%+8.6%0.157%
2/13/2025Townsquare Capital LLC61,953$2.05M0.0%+4.0%0.805%
2/12/2025Grand Wealth Management LLC6,968$231K0.1%+9.4%0.090%
2/12/2025 Physician Wealth Advisors Inc.4,967$165K0.0%N/A0.065%
2/12/2025Rockbridge Investment Management LCC14,355$476K0.1%+6.3%0.186%
2/12/2025 Foundation Wealth Management LLC PA6,275$208K0.1%N/A0.081%
2/12/2025 Financial Counselors Inc.8,686$288K0.0%N/A0.113%
2/12/2025Momentous Wealth Management Inc.17,170$569K0.5%N/A0.223%
2/11/2025Syverson Strege & Co12,519$415K0.1%+8.0%0.163%
2/10/2025Carlson Capital Management12,683$420K0.0%+21.9%0.165%
2/10/2025Wealth Architects LLC107,723$3.57M0.4%+15.4%1.399%
2/10/2025Curio Wealth LLC1,180$39K0.0%N/A0.015%
2/10/2025Corient Private Wealth LLC62,358$2.07M0.0%+3.9%0.810%
2/10/2025 Farther Finance Advisors LLC15,957$529K0.0%+23.1%0.207%
2/10/2025Parkworth Wealth Management Inc.2,751$91K0.1%N/A0.036%
2/7/2025Geometric Wealth Advisors7,002$232K0.0%+10.3%0.091%
2/7/2025Morling Financial Advisors LLC14,837$492K0.2%+10.2%0.193%
2/7/2025 Retirement Solution LLC209,281$6.93M1.8%-0.8%2.718%
2/7/2025Babb Wealth Advisors LLC9,484$314K0.3%N/A0.123%
2/5/2025Cobblestone Capital Advisors LLC NY6,167$204K0.0%N/A0.080%
2/5/2025AWM Capital LLC851,592$28.21M3.5%+4.0%11.060%
2/5/2025Nwam LLC22,063$731K0.0%+14.6%0.287%
2/4/2025 Schoolcraft Capital LLC69,799$2.31M0.5%+38.7%0.906%
2/4/2025Addison Advisors LLC20,050$664K0.2%+4.7%0.260%
2/4/2025Wealthstream Advisors Inc.12,120$402K0.1%+28.3%0.157%
2/4/2025 Allodium Investment Consultants LLC58,553$1.94M1.6%N/A0.760%
2/3/2025 Trellis Wealth Advisors LLC16,123$534K0.3%-5.5%0.209%
2/3/2025 Parcion Private Wealth LLC7,896$262K0.0%+27.6%0.103%
2/3/2025RW Investment Management LLC30,651$1.02M0.1%+3.5%0.398%
1/31/2025 Creative Capital Management Investments LLC10,068$334K0.1%+34.9%0.131%
1/30/2025Waypoint Wealth Partners Inc.22,962$761K0.2%+36.2%0.298%
1/29/2025 Elser Financial Planning Inc118,424$3.92M0.2%N/A1.538%
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1/29/2025Savant Capital LLC120,274$3.99M0.0%+17.9%1.562%
1/28/2025 RAM Investment Partners LLC53,151$1.76M0.4%+14.8%0.690%
1/28/2025 Arlington Financial Advisors LLC10,288$341K0.1%N/A0.134%
1/28/2025 Quarry Hill Advisors LLC22,890$758K0.5%+8.8%0.297%
1/28/2025Keystone Financial Group Inc.1,490$49K0.0%N/A0.019%
1/27/2025 Citrine Capital LLC284,748$9.43M7.0%N/A3.698%
1/27/2025 Adero Partners LLC206,360$6.84M0.4%+10.3%2.680%
1/24/2025 Red Tortoise LLC1,851$61K0.0%-15.4%0.024%
1/24/2025 Five Oceans Advisors329,979$10.93M5.0%+4.7%4.285%
1/24/2025 RHS Financial LLC11,180$370K0.2%+4.6%0.145%
(Data available from 1/1/2016 forward)

DFSE Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of DFSE shares?

During the previous two years, 130 institutional investors and hedge funds held shares of Dimensional Emerging Markets Sustainability Core 1 ETF. The most heavily invested institutionals were AWM Capital LLC ($28.21M), Quantum Financial Advisors LLC ($19.67M), Abacus Wealth Partners LLC ($17.25M), Forum Financial Management LP ($13.32M), Five Oceans Advisors ($11.20M), Citrine Capital LLC ($10.19M), and Merriman Wealth Management LLC ($8.94M).Learn more on DFSE's institutional investors.

Which institutional investors have been buying Dimensional Emerging Markets Sustainability Core 1 ETF stock?

Of the 128 institutional investors that purchased Dimensional Emerging Markets Sustainability Core 1 ETF stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Abacus Wealth Partners LLC ($520.53K), AWM Capital LLC ($491.52K), Forum Financial Management LP ($382.84K), Citrine Capital LLC ($302.51K), Elser Financial Planning Inc ($211.67K), Flow Traders U.S. LLC ($153.75K), and Retirement Solution LLC ($145.63K).

How much institutional buying is happening at Dimensional Emerging Markets Sustainability Core 1 ETF?

Institutional investors have bought a total of 4,867,875 shares in the last 24 months. This purchase volume represents approximately $155.14M in transactions.

Which Dimensional Emerging Markets Sustainability Core 1 ETF major shareholders have been selling company stock?

Of the 30 institutional investors that sold Dimensional Emerging Markets Sustainability Core 1 ETF stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Jane Street Group LLC ($339.18K), Greenspring Advisors LLC ($59.30K), Quantum Financial Advisors LLC ($45.93K), Northland Capital Management LLC ($14.00K), Asset Dedication LLC ($13.40K), Trellis Wealth Advisors LLC ($12.36K), and RAM Investment Partners LLC ($12.28K).

How much institutional selling is happening at Dimensional Emerging Markets Sustainability Core 1 ETF?

Institutional investors have sold a total of 572,976 shares in the last 24 months. This volume of shares sold represents approximately $19.25M in transactions.


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This page (NYSEARCA:DFSE) was last updated on 5/4/2025 by MarketBeat.com Staff
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